Title says it. Is this possible?
I manage my parent's finances.
If I shop at CVS with my credit card, I want it to auto categorize as Self:Pharmacy
If my parents shop at CVS with their credit card, I want it to categorize as Parents:Pharmacy.
Well, for starters, your parent's data shouldn't be in YOUR Q data file.
The best practice is that the file contains the info for a single tax entity, and your parent's are a different entity.
With their data in a different file, what you request is easy. In a single file, you'd need a slightly different name for CVS for your parents. Categories are universal, not account specific.
Oh I guess one way to handle what I want would be to let CVS be the same category for transactions from both accounts, but when I generate reports, I exclude one account or the other. Is that what would be recommended?
That sounds like it would work. But I also suggest that you vote for this idea:
@NotACPA Interesting point about different tax entities having different quicken files. Does that mean I would have to have to pay for multiple subscriptions? Because that's what I'm trying to avoid.
No. You can have many data files. You need to make a new file for them. You could either start a new file by going up to File-New or you could copy your file then delete all your accounts or their accounts so you split it up and have 2 files.
Note if you go the route of copying your data file and deleting what isn't wanted, make sure you are using:
File → Copy of Backup File → Create a copy or template
This will ensure that the two different data files are completely separate. If you copy a data file in Windows File Explorer, it will have the same unique Id and will be referring to the same Quicken Cloud dataset which can cause all kinds of problems.
